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Home > Institutional Investor > Mps Loria Financial Planners, Llc > Profile

Instuitional Investor - Mps Loria Financial Planners, Llc

Fund Profile
Filing Period:
Fund Name: Mps Loria Financial Planners, Llc
Portfolio Value $284,724,838
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 364,465 $95,584,585 33.57%
2.
Apple Inc.
 AAPL 304,621 $58,648,707 20.59%
3.
Ishares Trust
 IEF 296,012 $32,043,283 11.25%
4.
Ishares Inc
 620,517 $31,385,765 11.02%
5.
Ishares Trust
 IEF 15,255 $4,175,919 1.46%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)